Heritage to Telework Starting March 16th

As impacts of the Coronavirus (COVID-19) begin to be felt in Central Virginia, the health and safety of our clients and the Heritage team remain our first and highest priority. In addition, given recent market volatility, we know that access to account information, your Relationship Manager and our staff is of the utmost importance.  As always, we are firmly committed to remaining fully available to you in all respects, as we move forward together.

We continue to monitor updates from the U.S. Centers for Disease Control and Prevention (CDC) and the Virginia Department of Health as our primary sources for information and guidance.

In the belief that being an early adapter in social distancing is a responsible choice, and because we are technologically enabled to do so while remaining fully available to our clients, the Heritage team will telework beginning Monday, March 16th. Our office at 919 E. Main Street will be monitored for ongoing correspondence and package deliveries but will be closed to visitors. Our team will manage our ongoing tax, investment and planning activities by email, phone, conference call, mail or package delivery or other communication preference you have shared (text, video conference).   For the majority of you, this will be no change to the way we serve you or in the way we interact. Although we made this call in an abundance of caution for health and safety, we have full confidence that, even in these challenging times in the financial markets, we can serve and engage with you in any way that is required.

We continue to monitor and interpret the impacts of COVID-19 to financial markets. In the event you haven’t had a chance to review our most recent Heritage Wealth Advisors Market Update during this very hectic week, click here.

Please know that we are here for you -- uninterrupted and fully available, during normal business hours. Reach out to Heritage teammates as you ordinarily would, by phone and e-mail; we will respond in real time. If we are in process with financial transactions or tax preparation, those activities will continue seamlessly on your behalf.  As you may be aware, tax deadlines are likely to be extended, however, we will continue to work to complete returns as though the April 15th deadline was in effect and will keep you posted of any impacts once the specifics of the extension have been communicated.

If you have a meeting planned with us at our office, we will be in touch to arrange to meet at your home, by phone or virtually as you prefer. If you’d planned to stop by or mail documents or tax information, please call and we can arrange to collect those from you. If you have materials already in transit to us by mail, UPS/FedEx or fax, rest assured that those will be received securely.

Please feel free to reach out to your Relationship Manager, myself, or any member of the Heritage team with any questions, comments or concerns.

Sincerely,

Dee Ann Remo